October 9, 2026
(MSFT, AMZN, GOOGL, META, ORCL, CRWV, EQIX, DLR, NVDA, AMD) Blue Wave: AI & Data Center Taxes / Regs
A proposal by Senator Ruben Gallego (D-AZ) this week likely gives investors an idea of what’s in store for the AI / data center complex if Democrats take control of Congress next month (our base…